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Section overview
This section allows a user to build a report, based on information from the issued invoices with a possibility to export data (.xls, .xlsx, and .csv). Since Since the Invoicing Report generates statistics according to invoices, if you delete an invoice, the data will be no longer present in the report. The report shows data according to the variables determined in the Invoices Template section.
Screenshot: Invoicing Report section
Creating a New Invoicing Report
To create a new invoicing report, fill in a following query form:
Information block Block | Field and Description | |||||||||
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Filters | On the Filters menu, select required select the required parameters for the report. To cancel any filter, click on the delete sign next to the filter. You can start a quick search by typing filters' names in the field at the top of a drop-down menu with filters. | |||||||||
Period | Specify the time interval for the report and a timezone. Please note that the Period field is mandatory. | |||||||||
Owner | Define a reseller for the report | |||||||||
Invoice Type | Select the type of invoice from the drop-down list the type of invoice:
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Additional Filters | ||||||||||
The accessible additional filters are:
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Client Type | Choose a respective parameter for statistics data:
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Client | Define a client for the report | |||||||||
Invoice | Specify the name/number of a target invoice | |||||||||
Payment Account | Select from the drop-down list of predefined system payment accounts:
and all manually created accounts from the Payment Accounts section | |||||||||
Output | This form contains settings of thereport output data Click a plus sign next icon next to Columns and select the required columns in order to add them to the Output information block. Also, you can cancel any chosen item. | |||||||||
Accessible columns in the report | ||||||||||
Client | Name of a client | |||||||||
Date | The date when an invoice was generated | |||||||||
Payment Account | Type of a payment account:
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Invoice Number | Number of an invoice, used in the report | |||||||||
Service | Type of services | |||||||||
Description | Details specified in invoice templates, for example, quantity of services, country code, code name, package name, etc. | |||||||||
Volume | Volume of the service, for example, duration of the event | |||||||||
Unit | Unit that was used for rates and packages limits | |||||||||
Rate | Price per 1 rating unit that was used | |||||||||
Cost | Total price of used services/products | |||||||||
Tax | Financial charge for services/products used in an invoice | |||||||||
Currency | Currency used in invoices | |||||||||
Period Start | Start period of an invoice | |||||||||
Period Finish | End period of an invoice | |||||||||
TZ | Timezone of invoices | |||||||||
Other output settings | ||||||||||
Type | Choose a format of the report from a drop-down list: Web/CSV/Excel XLS/Excel XLSx | |||||||||
Send to | You can send generated reports via email. Also, it is possible to specify several emails.
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Currency | Specify an output currency for the report. And all All values will be automatically converted in the report to the specified currencyin the report |
After selecting all needed parameters, pressclick the Query button and the system will generate a report:
Screenshot: Invoicing Report
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Moreover, you can create a template for reports and save specified parameters by clicking parameters by clicking the Save Query button. Then, fill in the required fields in a pop-up window with settings, and confirm template creation.
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You can export data to a CSV and or XLSx file, which contains only currently displayed data, with no automatic request to update data while exporting.
1. To To download a report in .csv, click on the Export to CSV button above the report.
2. To download a an .xlsx file, press click the Export to XLSx button above the report.
63. You can check an actual date interval by clicking on the Info icon. The displayed data could be different from the Interval specified above if there is no date data for the period.